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31家百亿私募二季度重仓股名单出炉!高毅加码黄金概念
Sou Hu Cai Jing·2025-09-03 07:18

Group 1 - As of August 31, 31 private equity firms held a total of 46.99 billion shares in 175 A-share companies, with a combined market value of 658.29 billion yuan [1][25] - Compared to the end of Q1, the number of private equity firms increased by 5, and the number of shares held rose by 4.1 billion, with a market value increase of 158.07 billion yuan [1] - The sectors attracting significant investment include technology, particularly AI, as well as cyclical stocks and pharmaceuticals, indicating a favorable investment environment [1] Group 2 - The computer industry is the only sector with a total holding value exceeding 100 billion yuan, while other sectors like non-ferrous metals, electronics, and food and beverage also show significant holdings [12][13] - Among the 24 companies with a market value exceeding 5 billion yuan, 12 maintained their holdings, 6 saw increases, 4 were reduced, and 2 were newly added [15] - The top private equity firm by the number of companies held is Gao Yi Asset, with 9 companies, and its largest holding, Hikvision, was significantly reduced by 12 million shares [16] Group 3 - 31 companies have seen their stock prices rise over 30% since the end of Q2, with 14 of those rising over 50% [23] - The leading stock in terms of growth is Kaipu Cloud, which has increased nearly 160% following an announcement of a significant acquisition [23] - The technology growth sector is predominant among the companies with significant stock price increases, particularly in semiconductors and automotive components [23]